About Sara
Sara helps her advisory teams deliver a truly outstanding client experience, every time. She offers ongoing investment and planning operational support to clients and colleagues, ensuring that the office runs smoothly.
Sara enjoys doing activities with her husband Jack and their two children, as well as traveling and spending time outdoors.
Education and Professional Milestones
-Luther College (Iowa) - bachelor’s degree in accounting
-Has also held a financial services role for Arthur Andersen, where she worked with Sue Stevens, the founder of Stevens Wealth Management
-Became Stevens Wealth Management’s first employee when Sue Stevens founded the company in 2000
-Joined Focus Partners Wealth through the firm’s 2018 acquisition of Stevens Wealth Management
Sara helps her advisory teams deliver a truly outstanding client experience, every time. She offers ongoing investment and planning operational support to clients and colleagues, ensuring that the office runs smoothly.
Sara enjoys doing activities with her husband Jack and their two children, as well as traveling and spending time outdoors.
Education and Professional Milestones
-Luther College (Iowa) - bachelor’s degree in accounting
-Has also held a financial services role for Arthur Andersen, where she worked with Sue Stevens, the founder of Stevens Wealth Management
-Became Stevens Wealth Management’s first employee when Sue Stevens founded the company in 2000
-Joined Focus Partners Wealth through the firm’s 2018 acquisition of Stevens Wealth Management